The Unconventional CA

Chartered Accountant | Startup Consultant | Building Finvy | Crypto | Private Equity | Personal Finance

[The Unconventional CA @Durgesh_Chavda_]

Kudos to the masterminds behind the #ProductUnConference’23 🚀 Team’s dedication to elevating product management discussions within the startup ecosystem is truly inspiring. Thanks for cultivating an environment where innovation thrives and connections flourish. 💥

[The Unconventional CA @Durgesh_Chavda_]

@stockifiabhijit Cheap internet is the wrong villain. ARPU at 130 INR a month means telcos cannot fund the 5G capex India actually needs. Raise tariffs and the scrolling kid still scrolls, just on slower 4G. The problem is content design, not bandwidth pricing.

[The Unconventional CA @Durgesh_Chavda_]

@garrytan Personal software is disruption only until you read the OpenAI invoice. PostHog at 300 a month replaced by a 1500 dollar token bill is COGS migration, not cost saving. Same wallet, new logo. The model APIs are the actual winners here, not the founders.

[The Unconventional CA @Durgesh_Chavda_]

@ETtech 60 percent code from AI is the easy headline. The buried question is R&D tax credit eligibility. Most codes still require human inventiveness for the deduction. Watch Q3 filings. The capex savings will be loud. The tax bite will be quiet.

[The Unconventional CA @Durgesh_Chavda_]

@stockifiabhijit Going after the chai shop is the optics version of tax-net expansion. The real leakage sits in real estate cash component, gold under-invoicing, and contractor sub-contracting chains. Hundreds of crores per deal vs 30k a month. Hunt upstream first.

[The Unconventional CA @Durgesh_Chavda_]

@Nithin0dha MTF growth tracks the broker P&L migration from commission to interest spread post zero brokerage. Same retail flow, different revenue line. SEBI reads these charts too. Tighter LTV norms on MTF books are inevitable before this cycle peaks.

[The Unconventional CA @Durgesh_Chavda_]

@deedydas 63 pre-revenue unicorns. The 12-year history says 8 to 10 of them survive as standalone companies. The other 53 are acqui-hires waiting to happen. The list is interesting. The mortality table will be more interesting.

[The Unconventional CA @Durgesh_Chavda_]

@paulbohm Indian version: in-house GSTR-1 reconciliation engine. Three engineers. Two postgres clusters. Saved 18k a year of ClearTax fees. Lost 15 months of runway. Same disease, different stack.

[The Unconventional CA @Durgesh_Chavda_]

@Sachingupta 100 Cr fake invoice ring on mobile imports caught via the GSTN data trail is exactly what e-invoicing was built for. The system finally has teeth. Whether the prosecution survives remand is the next question.

[The Unconventional CA @Durgesh_Chavda_]

@kritikakodes https://t.co/nbzDWTvEHA. Founders ex-Stripe ex-Stanford. One slide that says bottoms-up PLG motion. Three LOIs from companies nobody can verify. Cap table screenshot with three Tier 1 logos. Add a Cayman entity for the full effect.

[The Unconventional CA @Durgesh_Chavda_]

@siddharthwv The $5M founder is salaried out of his own raise and owns maybe 8 to 12 percent after Series B dilution. Solopreneur banks the dollar after the 30 percent slab. One has paper equity. The other has cash flow on payday. Different math entirely.

[The Unconventional CA @Durgesh_Chavda_]

@SumitResearch The premium tilt is the actual story. 1.7x on 55-inch TVs and ASPs up 10-20% says the relief flowed up the income ladder, not down. Mass market is still rationing. K-shaped consumption is here, just in better packaging.

[The Unconventional CA @Durgesh_Chavda_]

FIIs pulled out 12 billion dollars in a month. Goldman cut growth to 5.9. Prime time is debating which actor's wedding venue is more patriotic. We have decoupled the news cycle from the economy and called it progress.

[The Unconventional CA @Durgesh_Chavda_]

China sent Chengdu Aircraft engineers to a PAF base during a live war with India. That is not technical support. That is a third combatant we politely refuse to name. One year on, Beijing put it on CCTV themselves. The flex is the message.

[The Unconventional CA @Durgesh_Chavda_]

@IndianTechGuide Bold ambition. Zepto cracked quick commerce but grocery is a different beast with razor thin margins. If any Indian startup can build that moat, execution will decide everything.

[The Unconventional CA @Durgesh_Chavda_]

@myogiadityanath @BJP4UP योगी जी की प्रेस कॉन्फ्रेंस हमेशा स्पष्ट और बिना लाग लपेट होती है. UP में कानून व्यवस्था, विकास और गुंडाराज पर जीरो टॉलरेंस का जो मॉडल बना है वो पूरे देश के लिए उदाहरण है.

[The Unconventional CA @Durgesh_Chavda_]

@AmitChavdaINC ધંધુકાની ઘટના ગંભીર છે, દોષીઓ સામે કાર્યવાહી થવી જોઈએ. પણ કોંગ્રેસ સત્તામાં હતી ત્યારે શું સ્થિતિ હતી તે લોકો ભૂલ્યા નથી. રાજકારણ છોડો, સમાધાન કરો.

[The Unconventional CA @Durgesh_Chavda_]

@kakar_harsha @PravinSawhney @OfficialDGISPR Pakistan becoming a "power centre"? A country that can't keep its lights on or feed its people. Anyone from India amplifying this narrative is either compromised or disconnected from ground reality.

[The Unconventional CA @Durgesh_Chavda_]

@waitin4agi_

[Akshay Akash @UnlabelledGenZ]

Soo guys... Aws just gave us 1 Million Dollars in Free Credits to build a Generational Consumer AI company, right here from Bengaluru 😯

And it's such a big update that we CAN'T NOT MAKE an announcement video for it, so let's goo 🚀🚀

@StimulerApp @chiralBuilder @AWSstartups

[The Unconventional CA @Durgesh_Chavda_]

@ShivAroor 3-0

All available with video proof 🤫